Joe Smolira - Belmont University
Joe Smolira - Belmont University
Joe Smolira - Belmont University
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<strong>Joe</strong> <strong>Smolira</strong><br />
<strong>Belmont</strong> <strong>University</strong><br />
School of Business<br />
1900 <strong>Belmont</strong> Boulevard<br />
Nashville, TN 37212<br />
615.460.6463<br />
joe.smolira@belmont.edu<br />
http://coba.belmont.edu/fac/smoliraj<br />
_________________________________________________________________________<br />
Education<br />
<strong>University</strong> of Kentucky Finance Ph.D. 1999<br />
Marshall <strong>University</strong> Business Administration M.B.A. 1993<br />
Wheeling Jesuit <strong>University</strong> Business Administration B.S. 1988<br />
Areas of Interest<br />
Teaching: Corporate Finance, Investments, Financial Institutions<br />
Research: Mutual Funds, Investments, Corporate Finance<br />
Academic Experience<br />
August 1999 – present<br />
Associate Professor <strong>Belmont</strong> <strong>University</strong><br />
Courses taught: Business Finance, graduate and undergraduate<br />
Corporate Finance, graduate<br />
Financial Institutions, undergraduate<br />
Introduction to Investing, graduate and undergraduate<br />
International Financial Markets and Institutions,<br />
graduate and undergraduate<br />
Investment Management, undergraduate and graduate<br />
Mutual Funds, graduate<br />
Advanced Business Finance, undergraduate<br />
Case Studies in Finance, graduate<br />
August 1996 – May 1999<br />
Instructor <strong>University</strong> of Kentucky<br />
Courses taught: Corporate Finance, undergraduate<br />
Refereed Publications<br />
<strong>Smolira</strong>, Joseph C., and Denver H. Travis, 2011, “Applying Options in the Classroom: Selling<br />
Puts and Calls on Grades,” Journal of Financial Education, Vol. 37, Spring/Summer, 43-54.<br />
Faulk, Gregory K., Joseph C. <strong>Smolira</strong>, and Sean Sehyun Yoo, 2010, “Integrating Investment and<br />
Foreign Exchange Returns in a Classroom Portfolio,” Journal of Financial Education, Vol. 36,<br />
Fall/Winter, 84-97.<br />
Ervin, Danny M., Gregory K. Faulk, and Joseph C. <strong>Smolira</strong>, 2009, “The Impact of Asset Allocation,<br />
Savings and Retirement Horizons, Savings Rates, and Social Security Solvency in Retirement<br />
Planning: A Monte Carlo Analysis,” Financial Services Review, Winter, 18, 313-331.<br />
<strong>Smolira</strong>, Joseph C, 2008, “Student Perceptions of Online Homework in Introductory Finance<br />
Courses”, Journal of Education for Business, Vol. 84, No. 2, Nov/Dec. 90-95.<br />
Jordan, Bradford D., Susan D. Jordan, Joseph C. <strong>Smolira</strong>, and Denver H. Travis, 2008, "Do Long<br />
Interest Rates Ever Fall?,” Advances in Financial Planning and Forecasting, Vol. 3, 21-36.
Faulk, Gregory K. and Joseph C. <strong>Smolira</strong>, 2007, "Implementing a Comprehensive Team Project in<br />
an Introductory Finance Class," Journal of Financial Education, Vol. 33, Fall, 74-87.<br />
Ervin, Danny M. and Joseph C. <strong>Smolira</strong>, 2005, “Shortfall Risk, Asset Allocation, and Overfunding a<br />
Retirement Account,” Southern Business and Economic Journal, Vol. 28, No. 1 & 2, 55-73.<br />
Ervin, Danny M., Larry H. Filer, and Joseph C. <strong>Smolira</strong>, 2005, “International Diversification and<br />
Retirement Withdrawals,” Mid-American Journal of Business, Vol. 20, No. 1, 55-62.<br />
Jordan, Bradford D., Randy D. Jorgenson, and Joseph C. <strong>Smolira</strong>, 2003, “The Performance of<br />
Mutual Funds that Close to New Investors,” The Journal of Investment Consulting, Vol. 6 No. 2,<br />
47-57.<br />
Jordan, Bradford D., Dennis T. Officer and Joseph C. <strong>Smolira</strong>, 2001, “Turnover and Taxable<br />
Distributions in Mutual Funds,” The Journal of Investment Consulting, Vol. 2 No. 3, 24-35.<br />
Research Grants<br />
Real Estate Research Institute (RERI), 2006, Proposal: REITS and Diversification in a Retirement<br />
Withdrawal Portfolio, Co-recipient with Danny Ervin.<br />
Investment Management Consultants Association (IMCA), 2002, Proposal: The Performance of<br />
Mutual Funds that Close to New Investors, Co-recipient with Bradford Jordan and Randy<br />
Jorgenson<br />
Working Papers<br />
“REITS and Diversification in a Retirement Withdrawal Portfolio” with Danny Ervin<br />
“What’s the PE on the NYSE?” with Jon Fulkerson, Brad Jordan, and Susan Jordan.<br />
Presentations at Professional Meetings<br />
“Long Real Interest Rates and the Real Term Structure” with Denver Travis, 2012 SFA meeting.<br />
“Integrating Investment and Foreign Exchange Returns in a Classroom Portfolio<br />
Simulation” with Greg Faulk and Seyhun Yoo, 2009 ABE/FEA meeting.<br />
“Saving for and Spending in Retirement: A Monte Carlo Analysis” with Danny Ervin and Greg<br />
Faulk, 2007 SFA meeting, 2009 FMA meeting.<br />
"Do Long Interest Rates Ever Fall?" with Brad Jordan, Susan Jordan, and Denver Travis, 2006<br />
FMA meeting, 2006 SFA meeting.<br />
“REITS and Diversification in a Retirement Withdrawal Portfolio” with Danny Ervin, 2006 FMA<br />
meeting, 2006 SFA meeting.<br />
“International Diversification and Retirement Withdrawals,” with Danny Ervin and Larry Filer,<br />
2004 FMA meeting, 2004 SFA meeting.<br />
“The Performance of Mutual Funds that Close to New Investors,” with Bradford Jordan and<br />
Randy Jorgenson, 2004 IMCA Spring Professional Development Conference.<br />
“Why Mutual Funds Die,” with Danny Ervin and Bradford Jordan, 2002 FMA meeting.<br />
“The Performance of Mutual Funds that Close to New Investors,” with Bradford Jordan and<br />
Randy Jorgenson, 2002 SFA meeting.<br />
“Taxes and Mutual Fund Performance Persistence,” 1999 FMA meeting, 2000 SFA meeting<br />
“Turnover and Distributions in Mutual Funds,” 1999 SFA meeting, 2000 FMA meeting.<br />
“Stock Price Discontinuities and Stock Performance,” with Leonard J. Schneck, 1998 FMA<br />
meeting and the 1997 SFA meeting.<br />
“Individual Investor Sentiment as a Market Predictor,” with Leonard J. Schneck and Larry H. Filer,<br />
1997 SFA meeting.
Textbook Blogs<br />
Responsible for blog maintenance and posts. All blogs accompany the named textbook and are co-<br />
authored with S.A. Ross, R.W. Westerfield, J.F. Jaffe, and B.D. Jordan<br />
Corporate Finance, http://rwjcorporatefinance.blogspot.com, ongoing from 2012-present<br />
Corporate Finance: Core Principles and Applications, http://corecorporatefinance.blogspot.com,<br />
ongoing from 2012-present<br />
Essentials of Corporate Finance, http://essentialsofcorporatefinance.blogspot.com,<br />
ongoing from 2012-present<br />
Textbook Development<br />
Instructor’s Manual, Fundamentals of Corporate Finance, 10th ed., McGraw-<br />
Hill/Irwin (2012), by S.A. Ross, R.W. Westerfield, and B.D. Jordan.<br />
Excel Master for Fundamentals of Corporate Finance, 10 th edition, McGraw-Hill/Irwin (2011),<br />
with Brad Jordan.<br />
Instructor’s Manual, Essentials of Corporate Finance, 7th ed., McGraw-<br />
Hill/Irwin (2011), by S.A. Ross, R.W. Westerfield, and B.D. Jordan.<br />
Excel Master for Essentials of Corporate Finance, 9 th edition, McGraw-Hill/Irwin (2011), with Brad<br />
Jordan.<br />
Student Solutions Manual, Corporate Finance: Core Principles and Applications, 3rd ed., McGraw-<br />
Hill/Irwin (2011), by S.A. Ross, R.W. Westerfield, J.F. Jaffe, and B.D. Jordan.<br />
Excel Master for Essentials of Corporate Finance, 3rd edition, McGraw-Hill/Irwin (2011), with Brad<br />
Jordan.<br />
Student Solutions Manual, Corporate Finance, 9th ed., McGraw-Hill/Irwin (2010), by S.A. Ross,<br />
R.W. Westerfield, and J.F. Jaffe.<br />
Excel Master for Fundamentals of Corporate Finance, 9 th edition, with Brad Jordan.<br />
Instructor’s Manual, Fundamentals of Corporate Finance, with Steve Dolvin, 9th ed., McGraw-<br />
Hill/Irwin (2010), by S.A. Ross, R.W. Westerfield, and B.D. Jordan.<br />
Student Solutions Manual, Corporate Finance: Core Principles and Applications, 2nd ed., McGraw-<br />
Hill/Irwin (2009), by S.A. Ross, R.W. Westerfield, J.F. Jaffe, and B.D. Jordan.<br />
Instructor’s Manual, Fundamentals of Investments, with Thomas W. Miller, 5th ed., McGraw-<br />
Hill/Irwin (2009), by B.D. Jordan and T.W. Miller.<br />
Instructor’s Manual, Essentials of Corporate Finance, with Kent Ragan, 6th ed., McGraw-<br />
Hill/Irwin (2008), by S.A. Ross, R.W. Westerfield, and B.D. Jordan.<br />
Instructor’s Manual, Fundamentals of Corporate Finance, with Kent Ragan, 8th ed., McGraw-<br />
Hill/Irwin (2008), by S.A. Ross, R.W. Westerfield, and B.D. Jordan.<br />
Student Solutions Manual, Corporate Finance, 8th ed., McGraw-Hill/Irwin (2008), by S.A. Ross,<br />
R.W. Westerfield, and J.F. Jaffe.<br />
Instructor’s Manual, Fundamentals of Investments, with Thomas W. Miller, 4th ed., McGraw-<br />
Hill/Irwin (2007), by B.D. Jordan and T.W. Miller.<br />
Student Solutions Manual, Corporate Finance: Core Principles and Applications, 1st ed., McGraw-<br />
Hill/Irwin (2007), by S.A. Ross, R.W. Westerfield, J.F. Jaffe, and B.D. Jordan.<br />
Instructor’s Manual, Essentials of Corporate Finance, with Kent Ragan, 5th ed., McGraw-<br />
Hill/Irwin (2007), by S.A. Ross, R.W. Westerfield, and B.D. Jordan.<br />
Instructor’s Manual, Fundamentals of Corporate Finance, with Cheri Etling, 7th ed., McGraw-<br />
Hill/Irwin (2006), by S.A. Ross, R.W. Westerfield, and B.D. Jordan.<br />
Test Bank, Fundamentals of Investments, 3rd ed., McGraw-Hill/Irwin (2005), by C.J.<br />
Corrado, and B.D. Jordan<br />
Instructor’s Manual, Fundamentals of Investments, with Thomas W. Miller, 3rd ed., McGraw-<br />
Hill/Irwin (2005), by C.J. Corrado, and B.D. Jordan
Instructor’s Manual, Essentials of Corporate Finance, with Cheri Etling, 4th ed., McGraw-<br />
Hill/Irwin (2004), by S.A. Ross, R.W. Westerfield, and B.D. Jordan<br />
Instructor’s Manual, Fundamentals of Corporate Finance, with Cheri Etling, 6th ed., McGraw-<br />
Hill/Irwin (2003), by S.A. Ross, R.W. Westerfield, and B.D. Jordan<br />
Test Bank, Fundamentals of Investments, 2nd ed., McGraw-Hill/Irwin (2002), by C.J.<br />
Corrado, and B.D. Jordan<br />
Instructor’s Manual, Essentials of Corporate Finance, with Cheri Etling, 3rd ed., McGraw-<br />
Hill/Irwin (2001), by S.A. Ross, R.W. Westerfield, and B.D. Jordan<br />
Ad hoc Reviews<br />
Journal of the Academy of Business Education, Journal of Financial Education, Journal of<br />
Economics and Business, American Journal of Business<br />
NASD Arbitration Cases<br />
Edward H. Martin and Joyce V. Martin v. Wachovia Securities, LLC and Allen Minton,<br />
Arbitration number 04-05414, 04/13/2005.<br />
Ralph M. Snyder II v. Morgan Stanley DW Inc. and Richard P. Wilkinson, Arbitration<br />
number 03-04995, 04/28/2004<br />
David L. Hubbs v. Merrill Lynch Pierce Fenner & Smith Inc., Arbitration number 02-06601,<br />
11/04/2003
Other Professional Activities<br />
CFA Society of Nashville Board of Directors, 2004-2006<br />
Financial Risk Manager – Certified by the Global Association of Risk Professionals<br />
1999 SFA Program Committee<br />
Memberships: AFA, FMA, SFA, SWFA, CFA Society of Nashville, GARP<br />
Discussant: FMA (1996, 1999, 2000, 2002, 2006), SFA (1996, 1997, 1999, 2000, 2007)<br />
Session chair: FMA (2002), SFA (1999)<br />
Conducted study seminars for CFA Level I candidates, 2003.
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